Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 4.30%
2 BKIV 2.45%
3 XHE 2.14%
4 HTEC 1.82%
5 ROBO 1.36%
6 FRTY 1.33%
7 GDOC 1.18%
8 EKG 1.14%
9 KOMP 0.83%
10 SCDS 0.73%
11 HART 0.64%
12 MEDI 0.58%
13 FMED 0.56%
14 BTEC 0.54%
15 LGHT 0.53%
16 FESM 0.47%
17 MMSC 0.39%
18 IHI 0.38%
19 FYC 0.25%
20 IWO 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.12M (10.06%) 136.31K
Increased by +4.37%
Sep 30, 24
2 Artisan Partners Limited Partnership 2.78M (8.97%) 94.97K
Increased by +3.42%
Sep 30, 24
3 BlackRock Inc 2.56M (8.26%) 57.29K
Increased by +2.24%
Sep 30, 24
4 Sands Capital Management, LLC 2.12M (6.85%) -3.11K
Decreased by -0.15%
Sep 30, 24
5 Capital Research Global Investors 1.96M (6.31%) -539.44K
Decreased by -27.59%
Sep 30, 24
6 Mackenzie Investments 1.42M (4.58%) -8.49K
Decreased by -0.60%
Sep 30, 24
7 AllianceBernstein L.P. 1.21M (3.91%) -55.42K
Decreased by -4.57%
Sep 30, 24
8 Holocene Advisors, LP 1.04M (3.36%) 124.02K
Increased by +11.89%
Jun 30, 24
9 JPMorgan Chase & Co 939.67K (3.03%) -7.65K
Decreased by -0.81%
Sep 30, 24
10 State Street Corp 908.84K (2.93%) 11.99K
Increased by +1.32%
Sep 30, 24
11 FMR Inc 851.85K (2.75%) -763.81K
Decreased by -89.67%
Sep 30, 23
12 BRAIDWELL LP 782.56K (2.52%) 256.20K
Increased by +32.74%
Sep 30, 24
13 LTS One Management LP 774.75K (2.50%) -130.25K
Decreased by -16.81%
Sep 30, 23
14 State Street Corporation 769.23K (2.48%) -8.29K
Decreased by -1.08%
Mar 31, 24
15 Eventide Asset Management, LLC 736.72K (2.38%) 464.63K
Increased by +63.07%
Sep 30, 24
16 Geode Capital Management, LLC 733.31K (2.37%) 5.42K
Increased by +0.74%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 709.01K (2.29%) 338.82K
Increased by +47.79%
Jun 30, 24
18 BNP Paribas Investment Partners SA 707.17K (2.28%) 195.25K
Increased by +27.61%
Sep 30, 24
19 Amvescap Plc. 685.72K (2.21%) 101.72K
Increased by +14.83%
Jun 30, 24
20 Champlain Investment Partners, LLC 667.10K (2.15%) -72.16K
Decreased by -10.82%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 2.93M (9.44%) 976.36K
Increased by +33.37%
Dec 31, 24
2 Canada Life US Small-Mid Cap Growth A 1.04M (3.37%) 0.00
Increased by 0.00%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 975.38K (3.15%) 1.11K
Increased by +0.11%
Dec 31, 24
4 Canada Life US Small-Mid Cap Growth F 932.02K (3.01%) 0.00
Increased by 0.00%
Nov 30, 23
5 American Funds SMALLCAP World A 920.40K (2.97%) -219.36K
Decreased by -23.83%
Dec 31, 24
6 iShares Russell 2000 ETF 837.56K (2.70%) -3.23K
Decreased by -0.39%
Dec 31, 24
7 Vanguard Small Cap Index 797.01K (2.57%) 9.88K
Increased by +1.24%
Dec 31, 24
8 American Funds New Economy A 627.56K (2.02%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group New Economy Comp 627.56K (2.02%) -169.16K
Decreased by -26.96%
Sep 30, 24
10 Artisan Mid Cap Investor 622.96K (2.01%) -44.15K
Decreased by -7.09%
Dec 31, 24
11 Artisan U.S. Mid-Cap Growth 622.96K (2.01%) -44.15K
Decreased by -7.09%
Dec 31, 24
12 Champlain Small Company Fund, LLC 507.77K (1.64%) -19.77K
Decreased by -3.89%
Dec 31, 24
13 Sands Capital Global Growth A USD Acc 503.70K (1.63%) -4.17K
Decreased by -0.83%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 475.12K (1.53%) 9.41K
Increased by +1.98%
Dec 31, 24
15 Eventide Gilead N 462.56K (1.49%) 462.56K
Increased by +100.00%
Sep 30, 24
16 Vanguard Small Cap Growth Index Inv 452.63K (1.46%) 18.38K
Increased by +4.06%
Dec 31, 24
17 JPM Global Healthcare C (acc) USD 419.61K (1.35%) 0.00
Increased by 0.00%
Jan 31, 24
18 CS (Lux) Digital Health Equity SB USD 415.00K (1.34%) 0.00
Increased by 0.00%
Feb 29, 24
19 Bridge Builder Small/Mid Cap Growth 392.19K (1.27%) -55.00
Decreased by -0.01%
Dec 31, 24
20 Harbor Small Cap Growth Instl 380.26K (1.23%) 57.26K
Increased by +15.06%
Dec 31, 24